Account Manager For Wholesale Clients SOPs
Creating Standard Operating Procedures for your Account Manager For Wholesale Clients work can be difficult and take time. That’s why we’ve created these example Account Manager For Wholesale Clients SOPs so you can jumpstart your SOP creation process. We want to help you set up your Sales systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Sales procedures in one place, your team will have the information they need at all times. Let’s look at some Account Manager For Wholesale Clients SOP examples.
Account Manager For Wholesale Clients SOP Examples
1. Client Onboarding SOP: The purpose of this SOP is to outline the steps required to onboard new wholesale clients. It includes gathering necessary client information, conducting a needs analysis, and setting up their account in the company’s systems. The scope of this SOP covers the entire onboarding process, from initial contact to account activation. The Account Manager is responsible for executing this SOP, with support from the Sales Operations team. This SOP references the Sales Order Processing SOP for account setup details.
2. Sales Order Processing SOP: This SOP details the process of receiving and processing sales orders from wholesale clients. It includes order verification, pricing, inventory check, and order entry into the company’s system. The purpose of this SOP is to ensure accurate and timely order processing. The scope of this SOP covers the entire sales order processing cycle. The Account Manager is responsible for executing this SOP, with support from the Sales Operations team. This SOP references the Inventory Management SOP for inventory check procedures.
3. Account Management SOP: The purpose of this SOP is to outline the ongoing account management activities for wholesale clients. It includes regular communication with clients, addressing their inquiries and concerns, providing product updates, and identifying upselling opportunities. The scope of this SOP covers the entire account management lifecycle. The Account Manager is responsible for executing this SOP, with support from the Customer Service team. This SOP references the Customer Relationship Management SOP for maintaining client records and communication logs.
4. Pricing and Discount Approval SOP: This SOP defines the process for approving pricing and discount requests from wholesale clients. It includes evaluating pricing structures, assessing profitability, and obtaining necessary approvals. The purpose of this SOP is to ensure consistent and profitable pricing strategies. The scope of this SOP covers all pricing and discount requests. The Account Manager is responsible for executing this SOP, with support from the Pricing and Finance teams. This SOP references the Pricing Strategy SOP for pricing guidelines.
5. Sales Reporting SOP: The purpose of this SOP is to outline the process of generating and analyzing sales reports for wholesale clients. It includes gathering sales data, preparing reports, and identifying trends and opportunities. The scope of this SOP covers the entire sales reporting cycle. The Account Manager is responsible for executing this SOP, with support from the Sales Operations team. This SOP references the Data Analytics SOP for data gathering and analysis techniques.
6. Contract Renewal SOP: This SOP outlines the process for renewing contracts with wholesale clients. It includes reviewing contract terms, negotiating renewals, and obtaining necessary approvals. The purpose of this SOP is to ensure timely contract renewals and maintain strong client relationships. The scope of this SOP covers the contract renewal process. The Account Manager is responsible for executing this SOP, with support from the Legal and Finance teams. This SOP references the Contract Management SOP for contract review and approval procedures.
7. Customer Satisfaction Survey SOP: The purpose of this SOP is to define the process for conducting customer satisfaction surveys with wholesale clients. It includes survey design, distribution, data collection, and analysis. The scope of this SOP covers the entire survey process. The Account Manager is responsible for executing this SOP, with support from the Marketing team. This SOP references the Customer Feedback Management SOP for handling customer feedback and implementing improvements.
8. Sales Training and Development SOP: This SOP outlines the process for training and developing Account Managers for wholesale clients. It includes identifying training needs, designing training programs, and evaluating effectiveness. The purpose of this SOP is to enhance the skills and knowledge of Account Managers to drive sales performance. The scope of this SOP covers all training and development activities. The Sales Manager is responsible for executing this SOP, with support from the Human Resources and Training teams. This SOP references the Performance Management SOP for performance evaluation and improvement plans
Account Manager For Wholesale Clients SOP Templates
Looking for SOP templates for your Account Manager For Wholesale Clients work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Account Manager For Wholesale Clients work. Get in touch if you’ve got questions about the quickest way to build out your Sales SOPs library.